Excel Course for Financial Analyst
This comprehensive Excel course equips aspiring financial analysts with advanced skills to create immaculate price and return datasets, compute critical portfolio metrics including annualised returns, volatility, beta, and Sharpe ratios, execute what-if scenarios for portfolio optimisation, and produce professional reports with actionable investment insights supported by robust, auditable calculations.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain expertise in Excel for financial analysis by building precise price and return datasets, constructing portfolios, and computing essential metrics like annualised returns, volatility, Sharpe ratio, correlation, and beta. Develop professional summary reports, what-if analysis sheets, utilise named ranges and structured references, and deliver succinct data-backed recommendations with verifiable formulas.
Elevify advantages
Develop skills
- Construct accurate price and return datasets in Excel for practical portfolios.
- Calculate portfolio returns, volatility, beta, and Sharpe ratio using reliable formulas.
- Evaluate risks through correlation matrices, factor betas, and intuitive Excel charts.
- Perform what-if analysis in Excel to assess new stocks and ideal portfolio allocations.
- Design executive summary sheets and compelling buy/sell recommendations in Excel.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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